Senior Investment Analyst performing investment analysis for public equity and fixed income for Advocate Health, Inc. Collaborating with investment teams and evaluating market conditions with a focus on strategic investment opportunities.
About the role
- FP&A Senior Analyst performing financial analysis and preparing financial reports at Citco. Collaborating with business leaders to identify risks and opportunities in financial results.
Responsibilities
- Perform monthly and quarterly detailed analysis of the company’s financial results
- Preparation of financial reports for the Customer/Service type Business head and their leadership team
- Provide thorough analysis and investigation into the variances versus budgets/forecast/actuals to identify relevant risks and opportunities to senior management
- Assist in the development, implementation and maintenance of new financial reporting and modelling tools and software
- Provide guidance and leadership to the FPandA team as it grows, ensuring that they offer excellent support to all stakeholders
- Participate as a subject matter expert in special projects as required
- Look for opportunities to evolve practices and integrate financial services with other business areas of expertise where appropriate, to ensure effective delivery of strategies, policies, programs and services. Build long-term relationships with all customer/departmental areas
- Ad hoc duties as assigned
Requirements
- BA in Accounting, Finance or Business Administration
- Qualified Accountant or CFA a bonus
- Must have a minimum of 3+ years relevant work experience
- Trust, Banking and Funds industry experience an asset
- Advanced knowledge of Microsoft office
Benefits
- Your wellbeing is of paramount importance to us, and central to our success. We provide a range of benefits, training and education support, and flexible working arrangements to help you achieve success in your career while balancing personal needs. Ask us about specific benefits in your location.
- We embrace diversity, prioritizing the hiring of people from diverse backgrounds. Our inclusive culture is a source of pride and strength, fostering innovation and mutual respect.
- Citco welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection.
Job title
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Experience level
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Not specified
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